Why choose us?

We’re advisers, not salespeople

At Castle Trust, we do things a little differently. In the Nelson/Tasman region, most advisers are paid through commissions or bonuses, but we’ve chosen a different path. Our advisers earn a salary, so their focus is 100% on you, with recommendations that truly align with your best interests. No chasing sales, just genuine support and solid independent financial advice and best of all we are with you for the long haul. Every age and stage – we’ve got you.

Here to help you with straightforward financial advice

Working with us is about feeling “sorted,” not overwhelmed. One client even said she felt like a “financial grown-up” after our meetings. We’re here to make financial planning feel clear and straightforward, and our client stories show just how impactful that can be.

You can watch more of our client stories here, to really get a feel of what working with us feels like.

Helping with insurance claims

Our commitment goes beyond products and policies—we’re here to support you through all stages of life, especially when you need us most. That’s why we also offer dedicated Claims Support, so you’re never left on your own when it matters.

Experienced team of financial planners

We keep up with the latest in investment, insurance and mortgage products and providers, so you don’t have to. Our understanding of the changes in our industry means you can confidently rely on us to bring you the best choices.  In fact, we have over 100 years of experience between us!  We’ve been awarded the accolade of NZ Trusted Adviser..

With no monthly sales targets, we provide affordable, sensible advice and give you the space to make the right decisions for yourself. We’re advisers, not salespeople. At Castle Trust Financial Planning, our commitment is to help you feel secure and confident in every part of your financial journey.